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Public Service Enterprise shares owned by Apella Capital

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Public Service Enterprise

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All positions including Public Service Enterprise held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 5.0k 91.03
2024-06-30 $375k 5.0k 75.58
2024-03-31 $362k 5.4k 67.20
2023-12-31 $396k 6.4k 61.79
2023-09-30 $363k 6.4k 56.91

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Apella Capital

Top funds holding Public Service Enterprise

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Massachusetts Financial Services
Bank of New York Mellon

View all funds holding Public Service Enterprise